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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,684 | $49,976+113.5% | $66,674+60.0% | $82,637+29.1% |
| Participation rate | 84.2% | 63.1%+21.1pp | 73.7%+10.5pp | 68.1%+16.2pp |
| Annual return | 15.00% | 39.09%-24.1pp | 321.24%-306.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $4,378 | $1,988+120.2% | $2,620+67.1% | $2,552+71.6% |
| Participant deferral / active EE | $6,095 | $2,847+114.1% | $4,084+49.2% | $4,126+47.7% |
| Admin fee / account holder | $15,952 | $4,594+247.3% | $5,098+212.9% | $7,339+117.4% |